A practical guide to evaluating the structure beneath your practice
Essential Practice Assessment Guide
A practical guide to evaluating
the structure beneath your practice.
Use the Essential Practice Assessment Guide to examine the core areas that determine whether your practice is aligned, dependable, profitable, and prepared for what comes next.
Identify structural vulnerabilities in your practice
Benchmark your fees and financial performance
Evaluate your team's accountability and culture
Assess your systems, KPIs, and operational gaps
Discover your clearest path to sustainable growth
100% free. No credit card required. We respect your privacy.
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Take the guided online audit — answer 16 questions and get your personalized score instantly.
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Complimentary Service
The Practice Profitability Audit
Every sound transformation begins with an honest assessment of the existing structure. This comprehensive, data-driven analysis examines every major revenue and expense driver in your practice — delivered by Liz personally.
Production
Gross & net production by provider and procedure code
Collections
Collection rate, A/R aging, write-offs, and outstanding balances
Insurance & Fees
What insurance is actually costing you per plan
Hygiene Department
Your single largest untapped revenue source
Team & Overhead
Controllable expenses benchmarked against industry standards
New Patients
Growth engine — source, cost, value, and conversion
Case Acceptance
The gap between diagnosis and completed dentistry
Owner Income & Profits
What the practice actually pays you — and what it should
How It Works
Step 1
Request the Audit
Fill out the form below. Check your email for your report checklist and secure upload link.
Step 2
Pull Your Reports
Download the checklist and pull the listed reports from your practice management software.
Step 3
Upload Securely
Submit your reports through our encrypted upload portal. Your data stays private.
Step 4
Get Your Findings
Liz reviews your data and delivers a written findings summary with your top opportunities.
Watch: What the Profitability Audit Reveals
Request Your Audit
Claim Your Free Practice
Profitability Audit
Enter your details below. You'll receive an email with your report checklist (PDF) and a secure link to upload your practice documents.
100% confidential. Your data is never shared. Unsubscribe anytime.
Inside the Guide
What You'll Discover.
Financial Performance Audit
Benchmark your production, collections, overhead, and fee schedule against industry standards to identify exactly where you're underperforming.
Systems & Operations Review
Evaluate your scheduling, case acceptance, recall, and front-office systems to uncover the operational gaps costing you patients and revenue.
Team & Culture Assessment
Assess your team's accountability, communication, and culture — because your team is either your greatest asset or your biggest liability.
Leadership & Vision Clarity
Evaluate whether your practice has a clear vision, defined KPIs, and the leadership infrastructure to execute on your goals consistently.
About the Author
Liz Lord
Founder & Chief Architect, The Professional Transformation Institute
With over 30 years in dentistry and a team bringing a century of combined experience, Liz has helped practice owners across the United States and Canada achieve sustainable growth, go fully out-of-network, and build practices that work for them — not the other way around. She begins every engagement by understanding what the owner wants the practice to make possible — then builds the strategy around that vision.
Learn more about Liz"Before working with Liz, I didn't know my fees were nearly 50% below industry averages — or that key systems in my practice simply weren't being followed. Liz performed a comprehensive analysis, helped me go fully out of network, and rebuilt our systems from the ground up. Last year I achieved over 20% growth despite dropping all insurance, including Delta Dental."
Dr. Tim S.
Oral & Maxillofacial Surgeon · Long Beach, CA
Ready to go deeper?
The guide is just the beginning. Schedule a conversation with Liz and explore how PTI can help you design, reconstruct, and scale your practice with intention.